Remote Detailing

Remote Detailing is the record type that stores preferences to display CLM presentations via the Remote Detailing functionality.

For an easy setup, go to CT Mobile Control Panel 2.0: Remote Detailing.

Custom setting API name: RemoteDetailing

Field

API-name

Type

Description

Application List Field

clm__ApplicationsListField__c

Text(255)

The field API name of the Activity object for the Application IDs storing, for example, ApplicationIds__c.

The field to store Application IDs should have the same API name on any Activity object for the Remote Detailing or Self Detailing session.

Remote Detailing: Audio Record Enabled

clm__IsRDAudioRecordEnabled__c

Checkbox

If enabled, the audio of the Remote Detailing session will be recorded and saved as the Attachment record with the audio file and linked to the Activity object.

Remote Detailing: Call Repeat Allowed

clm__IsRDCallRepeatAllowed__c

Checkbox

If enabled, the presenter can resume the finished Remote Detailing session.

The statistics will be collected after resuming the Remote Detailing session;
If specified, the same value will be assigned for all profiles.

CRM Data Sharing Enabled

clm__IsRDJSAPIEnabled__c

Checkbox

If enabled, certain JS Bridge methods will be available on the CLM presentation during the Remote Detailing or Self Detailing session.

Delete After (days)

clm_AudioCleanupAfter__c

Number

The expiration date, after which the audio record should be deleted from the Activity record.

It is used when the clm__IsRDAudioRecordEnabled__c checkbox is active.
The default value is 30.

Remote Detailing: Statistics Enabled

clm__IsRDDetailedStatsEnabled__c

Checkbox

If enabled, the statistics per slide will be gathered for each participant at the meeting.

clm__Email__c

Text(255)

The field API name of the Activity object, for example, IsEmailRequired__c. It indicates if the user is required to provide an email on the Welcome screen to access the Remote Detailing meeting.

External Id

clm__ExternalId__c

Text(255)

Contains the ID of the corresponding record of custom settings.

Link Field

clm__LinkField__c

Text(255)

The field API name of the Activity object for the invite link storing, for example, RDLink__c.

If specified, the same value will be used for all profiles.

The field to store an invitation link should have the same API name on any Activity object for the Remote Detailing or Self Detailing session.

clm__Login__c

Text

The URL of the current Salesforce instance and unique URL(s) for a community, e.g., https://COMMUNITY_URL.cs129.force.com/ (separated by a comma, without blank spaces).

Org ID/Profile ID

clm__OrgProfileId__c

Text(255)

Organization ID/Profile ID to which this setting is applicable:

if Profile ID is set, the setting is applied only to the profile;
if Organization ID is set, the setting is applied to all non-configured profiles.
if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.

Remote Detailing Enabled

clm__IsRDEnabled__c

Checkbox

If enabled, the Remote Detailing functionality is allowed, and an invitation link will be generated on the Activity record.

Timeout (in seconds)

clm__Timeout__c

Number(18, 0)

The time interval during which a participant does not perform any action. When the time interval is reached, the session expires. The participant will be logged out, and their statistics will be sent to Salesforce.

Subdomain Name

clm_SubdomainName_c

Text(255)

Stores the subdomain name, if the Custom Domain option is enabled.

Remote Detailing: Text Chat Enabled

clm__IsRDChatEnabled__c

Checkbox

If enabled, the participants of the Remote Detailing session can interact in the chat on the CLM-presentation screen.

Remote Detailing: Log Text Chat History

clm__IsRDChatLogEnabled__c

Checkbox

If enabled, the chat history will be saved as the Attachment record with the .html file and linked to the selected Activity record.

Remote Detailing: Allow Video Streaming

clm__IsRDVideoStreamingEnabled__c

Checkbox

If enabled, the participants of the Remote Detailing session can stream video and audio. The presenter has the ability to enable/disable audio and video streaming per participant.